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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
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AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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2026-05-08T12:18:45.458240+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242725458_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
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monitor_2
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NULL
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NULL
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NULL
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NULL
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PhostormINavigarecodeLaravelFV faVsco.js°9 master PhostormINavigarecodeLaravelFV faVsco.js°9 master kProiect vJiminnyDebugcommand.ong(C) PemoteCrmObiectM:€ ResponseNormalize..n. DeleteCrmEntityraic.ongRematchActivityOnCrmObjectDetach.php© CheckAndRetryRemoteMatch.php© MatchActivityCrmData.phpservice.onp© syncrielaAction.ong© SyncRelatedActivityl© CrmObjectsResolver.php©)Paginationeonnig.pnpc wednooksynebaich:v D IntegrationApp>D Accessors> C ApicontiaODTO11.003> M ProspectSearchStrat 1007M Service Traits1A08IC) DataClient.oho© DecorateActivitv.ohr101€© LocalSearch.php0localSearchinterface 1012© RemoteSearch.php11015© Service.phpv D Listeners11013© ConvertLeadActivitie 1016© PurgeLookupCache.r 1017> D MetadataD Migration> @ Pipedrive110191020 C• M Colocfarco>0 Fields_ Opportunitymatcher> @ OpportunitySyncStra 1024>_ Prospectsearchstrat> 0 ServiceTraits(c) Client.php© DecorateActivitv.pho 1028€ DeleteObjectsTrait.pl 1029C) FieldDefinitions.ono© PavloadBuilder.ohp(C) Profile, oho1072C) @uervBuilder.ohoC) @uerv.andler.ohoC) @uerviterator nhol1035(C) @uervResults.nhn© Service.php@ SvncRatchRedicServi 1038N Traits© BaseClient.php© BaseService.php© CachedCrmServiceDecc 1042© CountryCodeResolver.plC) Crm ActivityDrovidorintoclass Service extends Baseservice 1mplementsprotected function getCacheKey(string $object, ?int $userId = null): ?stringЩ7 A48 V1V33 81Areturn Skev . SkevSuffix:private function get0wnerKeySuffix(?int SuserId = null): stringreturn SuserId === null ?' : (string) $userId;* @return null/arrayiLeadnucl.Account nuutUpporzunitu null.Contact nullstage nullstring|nullublic function matchByPhone(string Sphone. ?string SrawPhoneNumber = null. Pint SuserId = null): 2arraveif (str contains(SphoneII trim all whitespaces if present so the lookup doesn't failSohone = str renlace search:replace: " Sohone):Check if the usen is internallif (Sthis->isPhoneNumber0fTeamMember($phone)) {neturn nullGnocnonce = Sthic-sceanchEonPhoneMumben(Gnhone)•if (empty($response)) {I/ This would ideally importContact instead but the response type differs.Scontact = $this->findAndSyncContact(Sresponse['results'][0ll'id']):if (! Scontact instanceof Contact) {return null:AskJiminnyReportActivityServiceTest v100% 12Fri 8 May 15:18:46+0 ..4 SF jiminny@localhost]A HS_local [jiminny@localhost]# console [PKol)A console [EU]A console [STAGING][2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {M X19 A V"Uace"."Inu,or May 2020 14.21.15 6Ml"Jn"concent-lvoe. "apolicacionison charser=utt-on"Transfer-Encoding": ["chunked"]."CF-Ray":"9t80deb8dbo0dcsa-S0F""Strict-Transport-Security":["max-aqe=31536000: includeSubDomains: preload"]."server-timino": "hcid:desc="019e02d0-6fd8-7812-bdba-885b7ccb3ee3"."x-content-type-options": ["nosniff"],"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"Set-Cookie":["__cf_bm=StUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxT07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],"Renont-To".f"y"endnoints"."url\":\"https:|\/\\/a.nel.cloudflare.com\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgl\"group\":\"cf-nel\".\"max_age\":604800}"],"NEL": ["1\"success_fraction\":0.01,"report to\":|"cf-nel\"."max age| ":604800}"]."Server": ["cloudflare"]}} {"correlation_1d": "95256555-ec98-4541-D92a-adta/Sboyead","trace_10":C/AD8565-905t-4604-9405-0e5b551e5545'CascadeHubspot Rate Limitin:HubSpot Rate Limit ReInvestigating Rate Lin• Production: TTL SECONDS = 980 (15 minutes)• Dev: TTL SECONDS DEV = 30 (30 seconas)Vs. the current matchBvvame in Service,oho: cache: : remember(ScacheKey. 60. ... — 60 seconds tlat, no environment distinction.Improvement #2 explained: Use generator + stop after tirst resultCurrently matchByName calls getPaginatedData() which exhausts the entire generator - it fetches every page of results:Client.php:89-99public function getPaginatedData(array $payload, string $type, int Soffset = 0): array$total = 0;SlastId = null:Srows = 01;foreach ($this->getPaginatedDataGenerator($payload, $type, Soffset, Stotal, $lastId) as $row) {Srows" = Srow:return "'results' = Srows. 'total' => Stotal. "last record' = SlastIdl:But then matchByName only ever uses ShsContacts ('results' i0 — the first result:E Service.php:1212-1217Shscontacts = Sthis->client->qetPaqinatedData Spayload, 'contact")=if (emntv(shsContactcf"recultc'l))fScontact = Sthis->importContactShsContactsresults'ro.rCONTAINS_TOKEN on firstname/lastname can match thousands of contacts. With MAX_SEARCH_REQUEST_LIMIT (100 per page), a common name like"John" could cause 10, 20, 50+ sequential API requests just to discard 99.9% of results.The fix is to switch to the denerator and hreak after the firet vielded row — the aenerator is lazv and won't fetch the neyt nade until iterated0nhn$generator = $this->client->getPaginatedDataGenerator($payload, 'contact'):StirstResult = Sgenerator->currento: fetches only the first page, takes first rowit sfirctResult === null4return false:scontact = sthis-simnortContact(<firctRecult).This turns an unbounded number of API requests into exactly 1 - regardless of how many total contacts match the name filter. That directly reducesthe rate limit nreccure at its sourcewhatislremove @CrmActivitvService.ono#215AcrmActivitvService.ono=222 @crmActivitvService.oho#229 then the cacheC° AdantiveWN Windsurf Teams1020-100LITE.Rio 4 spaces...
|
NULL
|
-1352649696562064261
|
NULL
|
click
|
ocr
|
NULL
|
PhostormINavigarecodeLaravelFV faVsco.js°9 master PhostormINavigarecodeLaravelFV faVsco.js°9 master kProiect vJiminnyDebugcommand.ong(C) PemoteCrmObiectM:€ ResponseNormalize..n. DeleteCrmEntityraic.ongRematchActivityOnCrmObjectDetach.php© CheckAndRetryRemoteMatch.php© MatchActivityCrmData.phpservice.onp© syncrielaAction.ong© SyncRelatedActivityl© CrmObjectsResolver.php©)Paginationeonnig.pnpc wednooksynebaich:v D IntegrationApp>D Accessors> C ApicontiaODTO11.003> M ProspectSearchStrat 1007M Service Traits1A08IC) DataClient.oho© DecorateActivitv.ohr101€© LocalSearch.php0localSearchinterface 1012© RemoteSearch.php11015© Service.phpv D Listeners11013© ConvertLeadActivitie 1016© PurgeLookupCache.r 1017> D MetadataD Migration> @ Pipedrive110191020 C• M Colocfarco>0 Fields_ Opportunitymatcher> @ OpportunitySyncStra 1024>_ Prospectsearchstrat> 0 ServiceTraits(c) Client.php© DecorateActivitv.pho 1028€ DeleteObjectsTrait.pl 1029C) FieldDefinitions.ono© PavloadBuilder.ohp(C) Profile, oho1072C) @uervBuilder.ohoC) @uerv.andler.ohoC) @uerviterator nhol1035(C) @uervResults.nhn© Service.php@ SvncRatchRedicServi 1038N Traits© BaseClient.php© BaseService.php© CachedCrmServiceDecc 1042© CountryCodeResolver.plC) Crm ActivityDrovidorintoclass Service extends Baseservice 1mplementsprotected function getCacheKey(string $object, ?int $userId = null): ?stringЩ7 A48 V1V33 81Areturn Skev . SkevSuffix:private function get0wnerKeySuffix(?int SuserId = null): stringreturn SuserId === null ?' : (string) $userId;* @return null/arrayiLeadnucl.Account nuutUpporzunitu null.Contact nullstage nullstring|nullublic function matchByPhone(string Sphone. ?string SrawPhoneNumber = null. Pint SuserId = null): 2arraveif (str contains(SphoneII trim all whitespaces if present so the lookup doesn't failSohone = str renlace search:replace: " Sohone):Check if the usen is internallif (Sthis->isPhoneNumber0fTeamMember($phone)) {neturn nullGnocnonce = Sthic-sceanchEonPhoneMumben(Gnhone)•if (empty($response)) {I/ This would ideally importContact instead but the response type differs.Scontact = $this->findAndSyncContact(Sresponse['results'][0ll'id']):if (! Scontact instanceof Contact) {return null:AskJiminnyReportActivityServiceTest v100% 12Fri 8 May 15:18:46+0 ..4 SF jiminny@localhost]A HS_local [jiminny@localhost]# console [PKol)A console [EU]A console [STAGING][2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {M X19 A V"Uace"."Inu,or May 2020 14.21.15 6Ml"Jn"concent-lvoe. "apolicacionison charser=utt-on"Transfer-Encoding": ["chunked"]."CF-Ray":"9t80deb8dbo0dcsa-S0F""Strict-Transport-Security":["max-aqe=31536000: includeSubDomains: preload"]."server-timino": "hcid:desc="019e02d0-6fd8-7812-bdba-885b7ccb3ee3"."x-content-type-options": ["nosniff"],"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"Set-Cookie":["__cf_bm=StUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxT07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],"Renont-To".f"y"endnoints"."url\":\"https:|\/\\/a.nel.cloudflare.com\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgl\"group\":\"cf-nel\".\"max_age\":604800}"],"NEL": ["1\"success_fraction\":0.01,"report to\":|"cf-nel\"."max age| ":604800}"]."Server": ["cloudflare"]}} {"correlation_1d": "95256555-ec98-4541-D92a-adta/Sboyead","trace_10":C/AD8565-905t-4604-9405-0e5b551e5545'CascadeHubspot Rate Limitin:HubSpot Rate Limit ReInvestigating Rate Lin• Production: TTL SECONDS = 980 (15 minutes)• Dev: TTL SECONDS DEV = 30 (30 seconas)Vs. the current matchBvvame in Service,oho: cache: : remember(ScacheKey. 60. ... — 60 seconds tlat, no environment distinction.Improvement #2 explained: Use generator + stop after tirst resultCurrently matchByName calls getPaginatedData() which exhausts the entire generator - it fetches every page of results:Client.php:89-99public function getPaginatedData(array $payload, string $type, int Soffset = 0): array$total = 0;SlastId = null:Srows = 01;foreach ($this->getPaginatedDataGenerator($payload, $type, Soffset, Stotal, $lastId) as $row) {Srows" = Srow:return "'results' = Srows. 'total' => Stotal. "last record' = SlastIdl:But then matchByName only ever uses ShsContacts ('results' i0 — the first result:E Service.php:1212-1217Shscontacts = Sthis->client->qetPaqinatedData Spayload, 'contact")=if (emntv(shsContactcf"recultc'l))fScontact = Sthis->importContactShsContactsresults'ro.rCONTAINS_TOKEN on firstname/lastname can match thousands of contacts. With MAX_SEARCH_REQUEST_LIMIT (100 per page), a common name like"John" could cause 10, 20, 50+ sequential API requests just to discard 99.9% of results.The fix is to switch to the denerator and hreak after the firet vielded row — the aenerator is lazv and won't fetch the neyt nade until iterated0nhn$generator = $this->client->getPaginatedDataGenerator($payload, 'contact'):StirstResult = Sgenerator->currento: fetches only the first page, takes first rowit sfirctResult === null4return false:scontact = sthis-simnortContact(<firctRecult).This turns an unbounded number of API requests into exactly 1 - regardless of how many total contacts match the name filter. That directly reducesthe rate limit nreccure at its sourcewhatislremove @CrmActivitvService.ono#215AcrmActivitvService.ono=222 @crmActivitvService.oho#229 then the cacheC° AdantiveWN Windsurf Teams1020-100LITE.Rio 4 spaces...
|
9182
|
NULL
|
NULL
|
NULL
|
|
9186
|
414
|
5
|
2026-05-08T12:18:52.319328+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242732319_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
|
monitor_2
|
NULL
|
NULL
|
NULL
|
NULL
|
Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"top":0.019952115,"width":0.03856383,"height":0.025538707},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"master, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.040226065,"height":0.025538707},"on_screen":true,"help_text":"Git Branch: master<br/>Some incoming commits are not fetched<br/>","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug Connections","depth":5,"bounds":{"left":0.8081782,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"AskJiminnyReportActivityServiceTest","depth":6,"bounds":{"left":0.8234708,"top":0.019952115,"width":0.09208777,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9155585,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug 'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9268617,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"bounds":{"left":0.9381649,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"bounds":{"left":0.96609044,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search Everywhere","depth":5,"bounds":{"left":0.9773936,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"bounds":{"left":0.9886968,"top":0.019952115,"width":0.011303186,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"19","depth":4,"bounds":{"left":0.6615692,"top":0.10055866,"width":0.009640957,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.67287236,"top":0.09896249,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.68018615,"top":0.09896249,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"bounds":{"left":0.4275266,"top":0.09736632,"width":0.5724734,"height":0.8818835},"on_screen":true,"lines":[{"char_start":207,"char_count":30,"bounds":{"left":0.4275266,"top":0.0,"width":0.07513298,"height":0.014365523}},{"char_start":237,"char_count":36,"bounds":{"left":0.4275266,"top":0.0,"width":0.09075798,"height":0.014365523}},{"char_start":273,"char_count":32,"bounds":{"left":0.4275266,"top":0.0,"width":0.080119684,"height":0.014365523}},{"char_start":305,"char_count":79,"bounds":{"left":0.4275266,"top":0.0,"width":0.20212767,"height":0.014365523}},{"char_start":384,"char_count":18,"bounds":{"left":0.4275266,"top":0.0,"width":0.043882977,"height":0.014365523}},{"char_start":402,"char_count":21,"bounds":{"left":0.4275266,"top":0.0,"width":0.051861703,"height":0.014365523}},{"char_start":423,"char_count":48,"bounds":{"left":0.4275266,"top":0.008778931,"width":0.12167553,"height":0.014365523}},{"char_start":471,"char_count":72,"bounds":{"left":0.4275266,"top":0.026336791,"width":0.18384309,"height":0.014365523}},{"char_start":543,"char_count":40,"bounds":{"left":0.4275266,"top":0.043894652,"width":0.10106383,"height":0.014365523}},{"char_start":583,"char_count":41,"bounds":{"left":0.4275266,"top":0.061452515,"width":0.10372341,"height":0.014365523}},{"char_start":624,"char_count":72,"bounds":{"left":0.4275266,"top":0.079010375,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.4275266,"top":0.096568234,"width":0.56515956,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.4275266,"top":0.11412609,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.4275266,"top":0.13168396,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.4275266,"top":0.14924182,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.4275266,"top":0.16679968,"width":0.52360374,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.4275266,"top":0.18435754,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.4275266,"top":0.2019154,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.4275266,"top":0.21947326,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.4275266,"top":0.23703113,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.4275266,"top":0.254589,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.4275266,"top":0.27214685,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.4275266,"top":0.2897047,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.4275266,"top":0.30726257,"width":0.14494681,"height":0.014365523}}],"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-3048922505522198070
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click
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
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Run 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes...
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2026-05-08T12:18:53.735829+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242733735_m2.jpg...
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faVsco.js – Service.php
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1
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Hide This Notification
Code changed:
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
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7
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1
33
1
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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Code changed:
SlackFileEditViewGoHistoryWindowHelp‹ $0lahlLAAPP (-zsh)883DOCKERDEV (docker)882APP (-zsh)-zshPHPruntime:8.3.30Running analysis on 7 cores with 10 files per process.Parallel runner is an experimental feature and may be unstable, use it at your own risk. Feedback highly appreciated!Loadedconfig default from"-php-cs-fixer.dist.php"5663/5663100%• 84screenpipe*Fixed 0 of 5663 files in 42.875 seconds, 60.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (master) $ git pullremote: Enumerating objects: 15,done.remote: Counting objects: 100% (15/15), done.remote: Compressing objects: 100% (2/2), done.remote: Total 15 (delta 13), reused 15 (delta 13), pack-reused 0 (from 0)Unpacking objects: 100% (15/15), 1.28 KiB | 72.00 KiB/s, done.From github.com:jiminny/appc57e71e763..8743fea32e* [new branch]Already up to date.lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $JY-20606-desktop-app-recall-> origin/JY-20606-desktop-app-recallJY-20819-increase-download-transctip-rate-limit -> origin/JY-20819-increase-download-transctip-rate-limit•$5100% C8Fri 8 May 15:19:09T₴1|-zsh₴6APP...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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NULL
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NULL
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242855382_m2.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242855864_m1.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242886090_m2.jpg...
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faVsco.js – Service.php
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242886556_m1.jpg...
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faVsco.js – Service.php
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242917212_m2.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242917730_m1.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242947838_m2.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242947838_m1.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242979975_m1.jpg...
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faVsco.js – Service.php
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
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"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
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Hide This Notification
7
48...
|
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3721594183372312235
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idle
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accessibility
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
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IDE and Project Settings
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Hide This Notification
Code changed:
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19
Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48...
|
9191
|
NULL
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NULL
|
NULL
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|
9203
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416
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2
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2026-05-08T12:23:22.842543+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243002842_m2.jpg...
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PhpStorm
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faVsco.js – 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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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
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Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33
1
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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NULL
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NULL
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243064592_m2.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778243356207_m2.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.47473404,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4820479,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"bounds":{"left":0.124667555,"top":0.14684756,"width":0.3643617,"height":0.85315245},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778245475377_m1.jpg...
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faVsco.js – Service.php
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
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"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
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Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
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\"group\":\"cf-nel\",
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PhpStorm
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faVsco.js – Service.php
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1
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monitor_2
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33
1
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"bounds":{"left":0.124667555,"top":0.14684756,"width":0.3643617,"height":0.85315245},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
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AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.34275267,"top":0.17318435,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.35006648,"top":0.17318435,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"bounds":{"left":0.124667555,"top":0.17158818,"width":0.34208778,"height":0.8284118},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
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AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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14
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2026-05-08T13:05:26.639303+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778245526639_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
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monitor_1
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33...
|
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includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"7","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"48","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"on_screen":true,"role_description":"text"}]...
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-2472445259335349813
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visual_change
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accessibility
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33...
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2026-05-08T13:05:26.349389+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778245526349_m2.jpg...
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PhpStorm
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faVsco.js – Service.php
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1
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monitor_2
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PhostormVIewINavigarecodeFV faVsco.js°9 master kPr PhostormVIewINavigarecodeFV faVsco.js°9 master kProledeyJiminnyDebugcommand.pnp© TeamDeactivatedService.pT DeleteCrmEntity lraicong© TeamOwnerService.php© CheckAndRetryRemoteMatch.phpredmservice.onp© TranscodeParameterResolyoUserservice.onp© Uuid.php>@ Traits> @ UseCases>@ User> C Utils> C) Validation<?php47 A48 X1 X33 21 ^namesoace Jaminny Services crm Hubsoot:use...php nelpers.onoInitialFrontendState.phpC) Jiminnv.ohoC) Plan.oho© Serializer.phpC) TeamScimDetails.oho→ bootstran→buildconfig* @phpstan-type CrmFieldDefinition arraytname: scring.label: stringdescription: stringtype: string,fieldType: string,hidden: bool,showCurrencySymbol: bool,options: array<arrayi17 databasedocsM tront-endl10. scrandlabel: string,value:: string> D langnode_modules library root- 31TII TITclass service extends Baseservice 1moLementslocal ChangesConsole,Log x0 + → E Side-by-side viewer •Do not ianoreHighlight words x 13 ?› Almost ready one call to be tested 8 files, Today 14:54v hubspot rate limit temp checkout 17 files, Today 11:48-. Client.php app/Services/Crm/Hubspot.ConferenceCrmMatcherJob.php app/Jobs/Activity-HandleHubspotRateLimit.php app/Jobs/MiddlewareHubspotClientinterface.php app/Services/Crm/Hubspot.HubspotPaginationService.php app/Services/Crm/Hubspot/PaginationE HydrateCrmDataByExternalCallidJob.php app/Jobs/Activity/Import# ImportBatchJobTrait.php app/Jobs/Crm/HubspotGl JiminnyDebugCommand.php app/Console/Commandsloadina.nho confidMatchActivityCrmData.php app/Jobs/CrmMatchCrmData.oho aoo.lobs/Activitv/imoori# OpportunitySyncTrait.php app/Services/Crm/Hubspot/ServiceTraits-PlavbackService.oho aoo/ServicesRateLimitException.php app/Exceptions# Service nhn ann/Services/crm/ubsnotSyncHubspotObjects.php app/Jobs/[EMAIL] ann/.lohs/Crmlm base version aoo/servuse HubSpot\Client\ Crm\Pipelines Model\PipelineStage:use HubSpot\Client\Crm \Properties Model\Property:use HubSpot \Discovery Discovery;use Jiminny Excentions Crmexcention:=use Jimánny\Exceptions|SocialAccountTokenInvalidException;- use Jiminny liohs Crm. Notedhiect:_use Jiminny Models\Crm \Field;use Jiminnv Services Crm RaseClient.\Jiminny|Services\Cpublic function __construct(SocialAccountService $socialAccountService,HubspotPaginationService $paginationService,HubspotTokenManager $tokenManagercaved soarch delote 1 file 27 04. 26 14-58parent:: construct($socialAccountService):Sthis->paginationService = SpaginationService:Sthis->tokenManager = $tokenManager:> expiration message 6 files, 27.04.26, 9:23100% LzFri 8 May 16:05:27AskJiminnyReportActivityServiceTest v= custom.log x= laravel.logA SF [jiminny@localhost4 HS_local [jiminny@localhost]# console [PKobJA console leu)CascadeA console [STAGING]Hubspot Rate LimitingHubSpot Rate Limit ReInvestigating Rate Lin+0 ..accept-encoding"],M X19 A V"access-control-allow-credentials":["false"]."server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfr;desc=|"9f80deb8e7c6dc3a-IAD\""]"x-content-type-options":("nosniff"]."x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"set-LookLe":_ct._om=s1urcaugxvrzksopacronzvyknzinubzovniabelcmoy-1//81050/0-[IP_ADDRESS]-r1.299cUkxIgeszro2gDBTWM00.Ut207-May-26 14:51:15 GMT: domain=.hubapi.com; Http0nly: Secure: SameSite=None"].tyCrmData stres'o crcat eearer lor peisistent rate nntsShouldBeUnique lock held during rate-limit delay windowThese are design decisions, not bugs. Let me explain both clearly so you can decide.release() never consumes stries - no circuit-breaker"керогс-10":"1What happens today"endpornts"."When the middleware calls Sjob->release(Sdelay) , Laravel puts the job back on the queue without incrementing the attempt counter. Stries =Lwnr.mubs.walva.nel.cloudtLare.com v neDontVvLrSENYALSy PorYmSyODSLnXYE-4SCZKYKORSDSWHSMO-04 20Y0X 4643 XVOHMSI3 on MatchActivityCrmData only triggers failed() after 3 thrown exceptions exit the job. Under pure reactive rate limiting with the middleware,the iob loops forever: rate limit → release → retry → rate limit → release → ..."max age":604800-"],Is this actually a problem:It depends on what you want. There are two valid philosophies:"success_fraction\":0.01,"report_to\":\"cf-nel\","max ade":604800-"• "Retry indefinitely" - HubSpot rate limits are transient. The job will eventually succeed. No data is lost, no permanent failure. This is what you"Serven":"cloudflare"?,"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab","tnace id"."c7ab8365-903f-46d4-9403-0e5b551e3545"}• "Give up after N total attempts including releases" — protects against a misconfigured token that always gets 429, a portal that'spermanent v over quota, or a oua where retrvAfter is alwavs 0)How to add a circuit-breaker if vou want oneThe cleanest approach is to check attempts() inside the middleware itselfooaleonalllesinXcanvtetinelte.S Adaptive14 differences647 Shelved versionuse HubSpot\CLient\ Crm\Pipelines Model\PipelineStage:use HubSoot Cuient Crm Proverties Model Proverty:use HubSpot\Discovery\Discovery:use Jiminny Excentions Crmexcention:use Jiminnv\ Fycentions|RateLimitFycention:use Jiminny Sxcentions SociallAccountTokenInval.idsxcent.ionguse Jiminny Jobs\Crm \NoteObject;use Jiminnv Models Crm Field.use Jiminny\Services\Crm\BaseClient;public function __construct(SocialAccountConvico CcocialAccoun+SonvicoHubenotDaainationSonvico CnaainationSonvicoparent:: construct($socialAccountService):Sthis->paginationService = SpaginationService:Sth1s->tokenManager = Stokenmanager:W Windsurf Teams74-20 UTF.R# A enasoc...
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NULL
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-8530652520913793879
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NULL
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click
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ocr
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NULL
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PhostormVIewINavigarecodeFV faVsco.js°9 master kPr PhostormVIewINavigarecodeFV faVsco.js°9 master kProledeyJiminnyDebugcommand.pnp© TeamDeactivatedService.pT DeleteCrmEntity lraicong© TeamOwnerService.php© CheckAndRetryRemoteMatch.phpredmservice.onp© TranscodeParameterResolyoUserservice.onp© Uuid.php>@ Traits> @ UseCases>@ User> C Utils> C) Validation<?php47 A48 X1 X33 21 ^namesoace Jaminny Services crm Hubsoot:use...php nelpers.onoInitialFrontendState.phpC) Jiminnv.ohoC) Plan.oho© Serializer.phpC) TeamScimDetails.oho→ bootstran→buildconfig* @phpstan-type CrmFieldDefinition arraytname: scring.label: stringdescription: stringtype: string,fieldType: string,hidden: bool,showCurrencySymbol: bool,options: array<arrayi17 databasedocsM tront-endl10. scrandlabel: string,value:: string> D langnode_modules library root- 31TII TITclass service extends Baseservice 1moLementslocal ChangesConsole,Log x0 + → E Side-by-side viewer •Do not ianoreHighlight words x 13 ?› Almost ready one call to be tested 8 files, Today 14:54v hubspot rate limit temp checkout 17 files, Today 11:48-. Client.php app/Services/Crm/Hubspot.ConferenceCrmMatcherJob.php app/Jobs/Activity-HandleHubspotRateLimit.php app/Jobs/MiddlewareHubspotClientinterface.php app/Services/Crm/Hubspot.HubspotPaginationService.php app/Services/Crm/Hubspot/PaginationE HydrateCrmDataByExternalCallidJob.php app/Jobs/Activity/Import# ImportBatchJobTrait.php app/Jobs/Crm/HubspotGl JiminnyDebugCommand.php app/Console/Commandsloadina.nho confidMatchActivityCrmData.php app/Jobs/CrmMatchCrmData.oho aoo.lobs/Activitv/imoori# OpportunitySyncTrait.php app/Services/Crm/Hubspot/ServiceTraits-PlavbackService.oho aoo/ServicesRateLimitException.php app/Exceptions# Service nhn ann/Services/crm/ubsnotSyncHubspotObjects.php app/Jobs/[EMAIL] ann/.lohs/Crmlm base version aoo/servuse HubSpot\Client\ Crm\Pipelines Model\PipelineStage:use HubSpot\Client\Crm \Properties Model\Property:use HubSpot \Discovery Discovery;use Jiminny Excentions Crmexcention:=use Jimánny\Exceptions|SocialAccountTokenInvalidException;- use Jiminny liohs Crm. Notedhiect:_use Jiminny Models\Crm \Field;use Jiminnv Services Crm RaseClient.\Jiminny|Services\Cpublic function __construct(SocialAccountService $socialAccountService,HubspotPaginationService $paginationService,HubspotTokenManager $tokenManagercaved soarch delote 1 file 27 04. 26 14-58parent:: construct($socialAccountService):Sthis->paginationService = SpaginationService:Sthis->tokenManager = $tokenManager:> expiration message 6 files, 27.04.26, 9:23100% LzFri 8 May 16:05:27AskJiminnyReportActivityServiceTest v= custom.log x= laravel.logA SF [jiminny@localhost4 HS_local [jiminny@localhost]# console [PKobJA console leu)CascadeA console [STAGING]Hubspot Rate LimitingHubSpot Rate Limit ReInvestigating Rate Lin+0 ..accept-encoding"],M X19 A V"access-control-allow-credentials":["false"]."server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfr;desc=|"9f80deb8e7c6dc3a-IAD\""]"x-content-type-options":("nosniff"]."x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"set-LookLe":_ct._om=s1urcaugxvrzksopacronzvyknzinubzovniabelcmoy-1//81050/0-[IP_ADDRESS]-r1.299cUkxIgeszro2gDBTWM00.Ut207-May-26 14:51:15 GMT: domain=.hubapi.com; Http0nly: Secure: SameSite=None"].tyCrmData stres'o crcat eearer lor peisistent rate nntsShouldBeUnique lock held during rate-limit delay windowThese are design decisions, not bugs. Let me explain both clearly so you can decide.release() never consumes stries - no circuit-breaker"керогс-10":"1What happens today"endpornts"."When the middleware calls Sjob->release(Sdelay) , Laravel puts the job back on the queue without incrementing the attempt counter. Stries =Lwnr.mubs.walva.nel.cloudtLare.com v neDontVvLrSENYALSy PorYmSyODSLnXYE-4SCZKYKORSDSWHSMO-04 20Y0X 4643 XVOHMSI3 on MatchActivityCrmData only triggers failed() after 3 thrown exceptions exit the job. Under pure reactive rate limiting with the middleware,the iob loops forever: rate limit → release → retry → rate limit → release → ..."max age":604800-"],Is this actually a problem:It depends on what you want. There are two valid philosophies:"success_fraction\":0.01,"report_to\":\"cf-nel\","max ade":604800-"• "Retry indefinitely" - HubSpot rate limits are transient. The job will eventually succeed. No data is lost, no permanent failure. This is what you"Serven":"cloudflare"?,"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab","tnace id"."c7ab8365-903f-46d4-9403-0e5b551e3545"}• "Give up after N total attempts including releases" — protects against a misconfigured token that always gets 429, a portal that'spermanent v over quota, or a oua where retrvAfter is alwavs 0)How to add a circuit-breaker if vou want oneThe cleanest approach is to check attempts() inside the middleware itselfooaleonalllesinXcanvtetinelte.S Adaptive14 differences647 Shelved versionuse HubSpot\CLient\ Crm\Pipelines Model\PipelineStage:use HubSoot Cuient Crm Proverties Model Proverty:use HubSpot\Discovery\Discovery:use Jiminny Excentions Crmexcention:use Jiminnv\ Fycentions|RateLimitFycention:use Jiminny Sxcentions SociallAccountTokenInval.idsxcent.ionguse Jiminny Jobs\Crm \NoteObject;use Jiminnv Models Crm Field.use Jiminny\Services\Crm\BaseClient;public function __construct(SocialAccountConvico CcocialAccoun+SonvicoHubenotDaainationSonvico CnaainationSonvicoparent:: construct($socialAccountService):Sthis->paginationService = SpaginationService:Sth1s->tokenManager = Stokenmanager:W Windsurf Teams74-20 UTF.R# A enasoc...
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faVsco.js – Service.php
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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2045079508751645345
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-465124630364809113
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app_switch
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
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Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"bounds":{"left":0.124667555,"top":0.17158818,"width":0.34208778,"height":0.8284118},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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2045079508751645345
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-465124630364809113
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app_switch
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accessibility
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33
1...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"top":0.019952115,"width":0.03856383,"height":0.025538707},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JY-20725-handle-HS-search-rate-limit, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.09541223,"height":0.025538707},"on_screen":true,"help_text":"Git Branch: JY-20725-handle-HS-search-rate-limit","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug 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Error","depth":4,"bounds":{"left":0.67287236,"top":0.09896249,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.68018615,"top":0.09896249,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"bounds":{"left":0.37632978,"top":0.09736632,"width":0.5728058,"height":0.8818835},"on_screen":true,"lines":[{"char_start":207,"char_count":30,"bounds":{"left":0.37632978,"top":0.0,"width":0.07513298,"height":0.014365523}},{"char_start":237,"char_count":36,"bounds":{"left":0.37632978,"top":0.0,"width":0.09075798,"height":0.014365523}},{"char_start":273,"char_count":32,"bounds":{"left":0.37632978,"top":0.0,"width":0.080119684,"height":0.014365523}},{"char_start":305,"char_count":79,"bounds":{"left":0.37632978,"top":0.0,"width":0.20212767,"height":0.014365523}},{"char_start":384,"char_count":18,"bounds":{"left":0.37632978,"top":0.0,"width":0.043882977,"height":0.014365523}},{"char_start":402,"char_count":21,"bounds":{"left":0.37632978,"top":0.0,"width":0.051861703,"height":0.014365523}},{"char_start":423,"char_count":48,"bounds":{"left":0.37632978,"top":0.008778931,"width":0.12167553,"height":0.014365523}},{"char_start":471,"char_count":72,"bounds":{"left":0.37632978,"top":0.026336791,"width":0.18384309,"height":0.014365523}},{"char_start":543,"char_count":40,"bounds":{"left":0.37632978,"top":0.043894652,"width":0.10106383,"height":0.014365523}},{"char_start":583,"char_count":41,"bounds":{"left":0.37632978,"top":0.061452515,"width":0.10372341,"height":0.014365523}},{"char_start":624,"char_count":72,"bounds":{"left":0.37632978,"top":0.079010375,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.37632978,"top":0.096568234,"width":0.56515956,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.37632978,"top":0.11412609,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.37632978,"top":0.13168396,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.37632978,"top":0.14924182,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.37632978,"top":0.16679968,"width":0.52360374,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.37632978,"top":0.18435754,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.37632978,"top":0.2019154,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.37632978,"top":0.21947326,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.37632978,"top":0.23703113,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.37632978,"top":0.254589,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.37632978,"top":0.27214685,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.37632978,"top":0.2897047,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.37632978,"top":0.30726257,"width":0.14494681,"height":0.014365523}}],"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"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":"AXStaticText","text":"7","depth":4,"bounds":{"left":0.29022607,"top":0.17478053,"width":0.0076462766,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"48","depth":4,"bounds":{"left":0.29986703,"top":0.17478053,"width":0.010305851,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.31216756,"top":0.17478053,"width":0.00731383,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.32147607,"top":0.17478053,"width":0.010305851,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.3337766,"top":0.17478053,"width":0.00731383,"height":0.015163607},"on_screen":true,"role_description":"text"}]...
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6226233250587614710
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-3048905908561671734
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click
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accessibility
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NULL
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33
1...
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9670
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NULL
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NULL
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NULL
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9672
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436
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24
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2026-05-08T13:14:41.468372+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778246081468_m2.jpg...
|
PhpStorm
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faVsco.js – 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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NULL
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NULL
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33
1
Previous Highlighted Error
Next Highlighted Error
<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
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Highlighted Error","depth":4,"bounds":{"left":0.34275267,"top":0.17318435,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.35006648,"top":0.17318435,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"bounds":{"left":0.124667555,"top":0.17158818,"width":0.34208778,"height":0.8284118},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
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faVsco.js – Service.php
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
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6337657672782761712
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-3048904810292590134
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app_switch
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accessibility
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NULL
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
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"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
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NULL
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NULL
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NULL
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NULL
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9707
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438
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0
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2026-05-08T13:17:30.289088+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778246250289_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
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NULL
|
monitor_2
|
NULL
|
NULL
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NULL
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NULL
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
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{\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"bounds":{"left":0.37632978,"top":0.09736632,"width":0.5728058,"height":0.8818835},"on_screen":true,"lines":[{"char_start":207,"char_count":30,"bounds":{"left":0.37632978,"top":0.0,"width":0.07513298,"height":0.014365523}},{"char_start":237,"char_count":36,"bounds":{"left":0.37632978,"top":0.0,"width":0.09075798,"height":0.014365523}},{"char_start":273,"char_count":32,"bounds":{"left":0.37632978,"top":0.0,"width":0.080119684,"height":0.014365523}},{"char_start":305,"char_count":79,"bounds":{"left":0.37632978,"top":0.0,"width":0.20212767,"height":0.014365523}},{"char_start":384,"char_count":18,"bounds":{"left":0.37632978,"top":0.0,"width":0.043882977,"height":0.014365523}},{"char_start":402,"char_count":21,"bounds":{"left":0.37632978,"top":0.0,"width":0.051861703,"height":0.014365523}},{"char_start":423,"char_count":48,"bounds":{"left":0.37632978,"top":0.008778931,"width":0.12167553,"height":0.014365523}},{"char_start":471,"char_count":72,"bounds":{"left":0.37632978,"top":0.026336791,"width":0.18384309,"height":0.014365523}},{"char_start":543,"char_count":40,"bounds":{"left":0.37632978,"top":0.043894652,"width":0.10106383,"height":0.014365523}},{"char_start":583,"char_count":41,"bounds":{"left":0.37632978,"top":0.061452515,"width":0.10372341,"height":0.014365523}},{"char_start":624,"char_count":72,"bounds":{"left":0.37632978,"top":0.079010375,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.37632978,"top":0.096568234,"width":0.56515956,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.37632978,"top":0.11412609,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.37632978,"top":0.13168396,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.37632978,"top":0.14924182,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.37632978,"top":0.16679968,"width":0.52360374,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.37632978,"top":0.18435754,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.37632978,"top":0.2019154,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.37632978,"top":0.21947326,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.37632978,"top":0.23703113,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.37632978,"top":0.254589,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.37632978,"top":0.27214685,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.37632978,"top":0.2897047,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.37632978,"top":0.30726257,"width":0.14494681,"height":0.014365523}}],"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
|
6337657672782761712
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visual_change
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accessibility
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NULL
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
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NULL
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NULL
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2026-05-08T13:17:53.916685+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778246273916_m1.jpg...
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PhpStorm
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faVsco.js – Service.php
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
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Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
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7
48
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
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Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"on_screen":true,"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"7","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"48","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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2045079508751645345
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-465124630364809113
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click
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accessibility
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
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Highlighted Error","depth":4,"bounds":{"left":0.34275267,"top":0.17318435,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.35006648,"top":0.17318435,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"bounds":{"left":0.124667555,"top":0.17158818,"width":0.34208778,"height":0.8284118},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
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Highlighted Error","depth":4,"bounds":{"left":0.34275267,"top":0.17318435,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.35006648,"top":0.17318435,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"bounds":{"left":0.124667555,"top":0.17158818,"width":0.34208778,"height":0.8284118},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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2045079508751645345
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-465124630364809113
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idle
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accessibility
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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2045079508751645345
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-465124630364809113
|
idle
|
accessibility
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NULL
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
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Highlighted Error","depth":4,"bounds":{"left":0.34275267,"top":0.17318435,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.35006648,"top":0.17318435,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"bounds":{"left":0.124667555,"top":0.17158818,"width":0.34208778,"height":0.8284118},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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2045079508751645345
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-465124630364809113
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idle
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accessibility
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
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iTerm2Shell Edit ViewSessionScripts|ProfilesWind iTerm2Shell Edit ViewSessionScripts|ProfilesWindowHelp‹ >0 lobl100% C8APP (-zsh)DOCKER₴1DEV (docker)882JY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPAPP (-zsh)-zshJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20725-handle-HS-search-rate-limitSwitched to a new branch 'JY-20725-handle-HS-search-rate-limit'Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ I• 84screenpipe*•$5-zshFri 8 May 16:19:11T₴1|₴6APP...
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idle
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iTerm2Shell Edit ViewSessionScripts|ProfilesWind iTerm2Shell Edit ViewSessionScripts|ProfilesWindowHelp‹ >0 lobl100% C8APP (-zsh)DOCKER₴1DEV (docker)882JY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPAPP (-zsh)-zshJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20725-handle-HS-search-rate-limitSwitched to a new branch 'JY-20725-handle-HS-search-rate-limit'Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ I• 84screenpipe*•$5-zshFri 8 May 16:19:11T₴1|₴6APP...
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faVsco.js – Service.php
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
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Highlighted Error","depth":4,"bounds":{"left":0.34275267,"top":0.17318435,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.35006648,"top":0.17318435,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"bounds":{"left":0.124667555,"top":0.17158818,"width":0.34208778,"height":0.8284118},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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2045079508751645345
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-465124630364809113
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idle
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accessibility
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
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